Carta Holdings, Inc. (3688) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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Comparison

Company

Score

Quality

Valuation

Financial

Technical

Bushiroad, Inc.

HENNGE KK

CAC Holdings Corp.

TDC SOFT, Inc.

FURYU CORP.

ExaWizards Inc.

Carta Holdings, Inc.

BASE, Inc. (Japan)

Chatwork Co., Ltd.

Value HR Co., Ltd.

UNITED, Inc.

Why is Carta Holdings, Inc. ?

Company has very low debt and has enough cash to service the debt requirements

Poor long term growth as Net Sales has grown by an annual rate of -0.57% and Operating profit at -23.10% over the last 5 years

Positive results in Jun 25

INVENTORY TURNOVER RATIO(HY) Highest at 8.31%
RAW MATERIAL COST(Y) Fallen by -0.74% (YoY)
NET PROFIT(9M) Higher at JPY 1,902.99 MM

With ROE of 8.23%, it has a very attractive valuation with a 1.65 Price to Book Value

The stock is trading at a premium compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 40.15%, its profits have risen by 10.1% ; the PEG ratio of the company is 2.1

Market Beating Performance

The stock has generated a return of 40.15% in the last 1 year, much higher than market (Japan Nikkei 225) returns of 29.35%

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Carta Holdings, Inc. should be less than 10%
Overall Portfolio exposure to Software Products should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Software Products)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Carta Holdings, Inc. for you?

Low Risk, Medium Return

Absolute

Risk Adjusted

Volatility

Carta Holdings, Inc.

40.15%

0.89

33.85%

Japan Nikkei 225

28.54%

1.14

25.81%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

-0.57%

EBIT Growth (5y)

-23.10%

EBIT to Interest (avg)

100.00

Debt to EBITDA (avg)

Net Debt to Equity (avg)

-0.69

Sales to Capital Employed (avg)

1.00

Tax Ratio

27.93%

Dividend Payout Ratio

83.84%

Pledged Shares

Institutional Holding

ROCE (avg)

31.11%

ROE (avg)

9.52%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.65

EV to EBIT

10.63

EV to EBITDA

7.27

EV to Capital Employed

3.09

EV to Sales

0.93

PEG Ratio

2.10

Dividend Yield

ROCE (Latest)

29.05%

ROE (Latest)

8.23%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bearish

Bollinger Bands

Sideways

Mildly Bullish

Moving Averages

Bullish (Daily)

KST

Mildly Bearish

Bullish

Dow Theory

No Trend

OBV

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

5What is working for the Company

INVENTORY TURNOVER RATIO(HY)

Highest at 8.31%

RAW MATERIAL COST(Y)

Fallen by -0.74% (YoY

NET PROFIT(9M)

Higher at JPY 1,902.99 MM

DEBT-EQUITY RATIO (HY)

Lowest at -72.98 %

-3What is not working for the Company

DIVIDEND PAYOUT RATIO(Y)

Lowest at 0%

DIVIDEND PER SHARE(HY)

Lowest at JPY 1.98

NET PROFIT(Q)

At JPY 319.36 MM has Fallen at -28.93%

Here's what is working for Carta Holdings, Inc.

Inventory Turnover Ratio

Highest at 8.31% and Grown

In each half year in the last five Semi-Annual periods

MOJO Watch

Company has been able to sell its inventory faster

Inventory Turnover Ratio

Debt-Equity Ratio

Lowest at -72.98 %

in the last five Semi-Annual periods

MOJO Watch

The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

Raw Material Cost

Fallen by -0.74% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Here's what is not working for Carta Holdings, Inc.

Net Profit

At JPY 319.36 MM has Fallen at -28.93%

over average net sales of the previous four periods of JPY 449.37 MM

MOJO Watch

Near term Net Profit trend is negative

Net Profit (JPY MM)

Dividend per share

Lowest at JPY 1.98

in the last five years

MOJO Watch

Company is distributing lower dividend than previous years

DPS (JPY)

Dividend Payout Ratio

Lowest at 0%

in the last five years

MOJO Watch

Company is distributing lower proportion of profits generated as dividend

DPR (%)